Plan Snapshot
- Plan Sponsor: Foodlink, INC.
- Sponsor EIN: 222428304
- Sponsor Address: 2011 MT. READ BLVD, ROCHESTER, NY, 14615
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $4.9M | $323,111 | $390,226 |
| 2023 | 134 | $4.0M | $287,256 | $290,948 |
| 2022 | 140 | $3.1M | $255,395 | $244,264 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | RECORDKEEPER | $25,137 | — | $25,137 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,877 | — | $6,877 |
| ALESCO ADVISORS LLC | INVESTMENT ADVISOR | $5,171 | — | $5,171 |
| THE BONADIO GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE BONADIO GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,185
- Estimated Expense Ratio: 0.764% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $37,185 | $12,048 | — | — | — |
| 2023 | $28,464 | $5,481 | — | — | — |
| 2022 | $27,972 | $6,034 | $21,938 | — | — |